Approved Minutes - 2024-04-02 s�
CITY COUNCIL REGULAR MEETING
MINUTES
April 2, 2024
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1. CALL TO ORDER
Mayor Buck called the regular City Council meeting to order at 4:01 p.m. on Tuesday, April
2, 2024. The meeting was held both virtually via video conferencing and in-person in the
Council Chamber at City Hall 380 A Avenue.
2. ROLL CALL
Present: Mayor Buck, Councilors Afghan, Wendland, Verdick, Mboup, Rapf, and
Corrigan
Staff Present: Martha Bennett, City Manager; Ellen Osoinach, City Attorney; Kari Linder,
City Recorder; Paul Espe, Associate Planner; Erik Olson, Senior Planner;
Jessica Numanoglu, Community Development Director; George Burke,
Police Chief; Clayton Simon, Police Captain
Others Present: Members of the Planning Commission: Don Mitchell, Vice-Chair; Diana
Moreno, Chair; Rachel Naujock; Dave Schenone; Philip Stewart; Kate
Rogers, Consultant with MIG via video conferencing; Matt Hastie,
Consultant with MIG via video conferencing
3. PLEDGE OF ALLEGIANCE
Mayor Buck led the Council in the Pledge of Allegiance.
4. EXECUTIVE SESSION: The Lake Oswego City Council will meet under authority of
ORS 192.660 (2)(h) Consult with Attorney regarding legal rights and duties of a
public body with regard to current litigation or litigation likely to be filed; and (f)
Consider records that are exempt by law from public inspection.
Attorney Osoinach read the legal parameters for the Executive Session.
The Council met in Executive Session from 4:04 p.m. to 5:07 p.m.
Council took a recess and resumed the meeting at 5:29 p.m.
City Council Regular Meeting Minutes Page 1 of 16
April 2, 2024
5. PUBLIC COMMENT
• Stephanie Hallock, President, Friends of Luscher Farm Board, asked the City Council to
allocate at least $1 million in Metro Share funds at its April 16 City Council meeting for better
parking access and more community gardens at Luscher Parks. Both projects received
support from the community in a recent survey and allocating the funds would demonstrate
support for the important farmland and open space valued by residents of Lake Oswego.
Mayor Buck confirmed the City Council had received Ms. Hallock's letter.
• Joe Thompson, Mercy Housing, via video conference, urged the City Council approve a
property tax exemption under ORS 307.540-548 for Mercy's new 100-unit affordable housing
community on the former Marylhurst University campus. Approving the exemption prior to
August 2024, when the organization converted from a construction loan to permanent debt,
would create $1.2 million in savings over the lifetime of the loan and allow the organization to
better maintain the property and cover escalating costs. The exemption would not result in
lost revenue to the City, as Merrill University had long been a tax-exempt property.
Mayor Buck asked whether the nonprofit low-income housing exemption or low-income rental
housing exemption applied to the development. Mr. Thompson replied either exemption would
apply, but the preferable option for Mercy House was the non-profit affordable housing owner
program, ORS 307.540-548. That exemption was also preferable for the City because it would
limit the number and type of properties eligible for the exemption to nonprofit owners. Mercy was
aware of the required annual renewal, but that was less of a challenge for the organization. The
key thing was getting the exemption before entering into the permanent debt structure because
that would exponentially increase the value of the exemption.
City Manager Martha Bennett sought to confirm the date the exemption was needed. Some
written correspondence had an August date, and some a July date. Meeting the July date would
be difficult. Mr.Thompson replied that he believed August 1 was the operative date, but he would
confirm and follow up directly. City Manager Bennett said if the date was sooner, the City needed
to know as soon as possible.
6. CONSENT AGENDA
6.1 Regional Water Providers Consortium Revised Intergovernmental Agreement.
Motion: Move to authorize the City Manager to sign the Amended and Restated
Intergovernmental Agreement of Regional Water Providers Consortium.
6.2 Adopting Findings and Conclusions for Ordinance 2938, An Ordinance of the Lake
Oswego City Council Amending LOC Chapter 50 (Community Development Code)
for purposes of Clarifying and Updating Various Provisions (2023); and Adopting
Findings (LU 23-0036).
Motion: Move to enact Ordinance 2938 and adopt findings for LU 23-0036.
6.3 Approval of Meeting Minutes.
City Council Regular Meeting Minutes Page 2 of 16
April 2, 2024
February 6, 2024, Draft Regular Meeting Minutes
February 20, 2024, Draft Regular Meeting Minutes
Motion: Move to approve the meeting minutes as written.
END CONSENT
Councilor Mboup moved to adopt the Consent Agenda. Councilor Afghan seconded the
motion.
A voice vote was held, and the motion passed, with Mayor Buck and Councilors Afghan,
Wendland, Verdick, Mboup, Rapf and Corrigan voting `aye', (7-0).
7. ITEMS REMOVED FROM CONSENT AGENDA
No items were removed from the Consent Agenda.
8. PUBLIC HEARING
8.1 Ordinance 2944, An Ordinance Annexing to the City of Lake Oswego two Parcels,
Consisting of 2.67 Acres at 13801 Goodall Road; Declaring City of Lake Oswego
Zoning of R-15, Resource Protection (RP) and Habitat Benefit Area (HBA) Pursuant
to LOC 50.01.004.5(a-c); and Removing the Territory from Certain Districts
(AN 24-0007).
City Attorney Osoinach read the hearing procedures and asked if any Councilor wished to
declare any financial conflicts of interest. None were heard.
Paul Espe, Associate Planner, presented the Council Report via PowerPoint and reviewed the
properties' locations,jurisdictions, zoning, Resource Protection and Habitat Benefit areas, as well
as sanitary sewer/water facilities. The properties were within the urban services boundary, and
public services could be provided in a timely, orderly and efficient manner. Sanitary sewer service
was available from a 10-inch collection line in Goodall Road. The City's Engineering Staff had
determined the existing main line may not be deep enough to provide gravity service to the middle
portion of the property, so individual private pumps may be required to serve development. Staff
recommended approval of the annexation.
Clarifying questions from Councilors were addressed as follows:
• Sewer pumps at private houses differed than public sewer pumps. Private pumps were set up
for individual properties at the developer's expense while public pump stations were usually
identified in the City's Capital Improvement Projects and built to serve larger parts of areas
that could not be fed through gravity. Once the sewage reached the main, it would be gravity
fed.
• There was sewer access to the east of the property along Goodall Road. The developer would
be required to fill Sensitive Lands criteria and obtain permits. Currently, there was no access
to the properties from the rear, however if the developer wished to access the property from
the rear they would need to obtain Sensitive Lands approval.
City Council Regular Meeting Minutes Page 3 of 16
April 2, 2024
• Staff understood that the property owner had submitted preapplication for land division. The
access to the property was off Goodall and included delineation of the RP. The Applicant
wished to develop access from Goodall Road and private roadway at the west of the property.
Public Testimony:
• Lynne Espy, resident, 13700 Shireva Drive, testified in opposition to the annexation,
citing concerns about deer habitats and impact to neighboring property values if the land
developed was developed with more than one residential unit per lot.
Mayor Buck confirmed there was no further public testimony and closed the public hearing.
Councilor Wendland moved to enact Ordinance 2944. Councilor Corrigan seconded the
motion.
A voice vote was held, and the motion passed, with Mayor Buck and Councilors Afghan,
Wendland, Verdick, Mboup, Rapf and Corrigan voting `aye', (7-0).
Council took a recess from 5:48 p.m. to 5:58 p.m.
9. JOINT STUDY SESSION WITH THE PLANNING COMMISSION
9.1 Housing Production Strategy (PP 22-0005).
Mayor Buck welcomed members of the Planning Commission to the joint study session and
noted the community had been engaged in developing the first ever Housing Production Strategy
over the past year. The City was now reaching the decision-making point in the process.
Erik Olson, Senior Planner, presented the Council Report via PowerPoint and reviewed the
Housing Production Strategy (HSP) progress; public engagement and outreach; results of the
recent online community survey; and summarized current housing needs, key housing gaps, and
future housing needs.
Kate Rogers, MIG, continued the PowerPoint, reviewing the package of recommended strategies
supported by the Housing Production Strategies (HPS) Task Force, summarizing the timeframe
for each strategy, and noting the level of community support shown in the recent survey for each
strategy. The City was already pursuing strategies to remove/reduce parking requirements,
seeking public-private partnerships for affordable housing, and using tax increment financing for
near-term implementation. The Planning Commission and City Council had previously discussed
Code audit and amendment strategies for near-term implementation; land rezoning as a medium-
term implementation strategy to increase residential land capacity; modifying the Systems
Development Charge (SDC) fee schedule based on unit size for a longer-term strategy. The
presentation included a summary of newly recommended strategies: adding a hair housing policy
to Lake Oswego's Comprehensive Plan; evaluating accessible design incentives or mandates;
creating an affordable housing preservation inventory; and offering pre-approved plan sets for
Accessory Dwelling Units (ADUs).
City Council Regular Meeting Minutes Page 4 of 16
April 2, 2024
Mr. Olson noted that the term, "support" used in the presentation denoted a majority. Mild support
was a plurality, and split was a plurality but within 10 points.
Councilors expressed concerns regarding accessible design incentives that could allow taller
buildings, pre-approved plan sets for ADUs that may be too standardized, and the proposal to
amend the City's Comprehensive Plan to affirm fair housing policy and reverse concentrations of
wealth in the city. Councilors were concerned about strategies that could result in development
not in keeping with the character of Lake Oswego neighborhoods.
Questions were addressed by Staff and the consultants with additional comments as noted:
• Accessible Design Incentives were a potential sort of zoning bonus, and something the City
already offered in certain zones for affordable housing development. For example, the City
may allow an extra story to developers who designed 20 percent of their units to meet
enhanced accessibility or Universal Design Principles. The incentive was an optional way of
encouraging accessible units without requiring accessible units.
• The amendment to the Comprehensive Plan affirming Fair Housing policies would allow the
City to relate and reference the policy when appropriate.The City had to abide by Fair Housing
policy per federal law, but there was a sense of intention behind including a statement in the
Comprehensive Plan, like a proclamation. Including such a statement in Comprehensive Plan
was a type of best planning practice. The statement did not indicate the support of Fair
Housing policy was more important than other policies.
• The statement regarding reversing wealth concentration was perhaps poorly worded but
sought to affirm that people with low income were a protected class and that the City would
not discriminate against individuals or households with low income. Nothing in the strategy
itself necessitated the statement regarding the concentration of wealth.
• Tax exemptions reduced the annual operating costs of buildings and the exemption targeted
at rental housing would be rent controlled.There were for profit affordable housing developers,
but the low-income rental exemption would require those developers to keep rents affordable
for households at 80 percent area median income (AMI) or below. The exemptions lowered
operating costs for the projects to allow for lower rents or put more money into building
maintenance, upkeep and/or the programs offered.
• Planning Commissioner Naujock, who worked in finance for affordable housing developer
Hacienda CDC, addressed a question about the financial feasibility of affordable housing
projects given the high development costs in Lake Oswego.
• She explained her nonprofit typically received land from jurisdictions at no cost, but
construction costs were similar statewide due to labor shortages. Roughly one-third of
funds for a 60 percent AMI project came from competitively awarded federal low-income
housing tax credits allocated by the State. Permanent debt financing covered another
portion. The remaining funding gap was filled through other government programs like
HOME funds, Community Development Block Grants, the Metro Housing Bond, and gap
financing from sources like the Low-Income Investment Fund (LIIF). Piecing together the
capital stack for an affordable housing project was complicated. Mr. Olson added that the
higher the land costs, the more funding sources were typically needed. The City would
likely need to pursue partnerships to make a project pencil out financially.
• There were ways address the land shortage without adding 86 acres by using existing land
more efficiently or adding non-residential zoned lands to residential zoning, though any
rezoning would require neighborhood and resident outreach and Staff understood the City
Council wished to accomplish housing production while protecting neighborhood character.
Tonight's high-level conversation considered strategies like zoning bonuses to incentivize
accessible design, which received feedback that not all Councilors were necessarily
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April 2, 2024
interested in. Ultimately, strategies the City moved forward with would undergo more in-depth
future discussion.
• No one had identified the lack of plan sets for ADUs as a barrier, but having plan sets available
at the City would make it easier for people considering the project because many did not know
where to start, particularly homeowners who wanted to do the project themselves, and it was
a type of housing that could be constructed by a normal resident rather than a large developer,
and the units offered accessibility as well as the opportunity to age in place.
• There were quite a few SDCs within Lake Oswego that took advantage of a Systems
Development Charge (SDC) exemption in which the owner stated the ADU would not be used
as a short-term rental (STR) and the and the City put covenants in place to prevent STR use.
• The timeframes for strategies reflected community and Staff capacity. Time was needed to
ensure public process and community support for strategies that were implemented. In
addition, housing was one of many long-range planning issues and Lake Oswego had to be
able to make a realistic commitment to the State government about the City's ability to
implement the HPS.
• Staff had considered the timelines in the documents and had taken input from the Task Force
about the potential to develop the strategies more quickly, but it was a 6-to-8-year process.
The HPS was a work plan for the next 6-to-8 years until the next Housing Needs Analysis was
done and the City reconsidered how well the strategies were working. The City would have to
report on its HPS progress and would know more about reporting responsibilities as the State
set up the Housing Accountability and Production Office.
City Council Straw Poll: Raise your hand if you are in support of the package of
recommended strategies being included in the draft HPS. Unanimous support from
Council.
Planning Commissioners expressed concerns about the impact of plan sets for ADUs and the
potential impact to neighborhood character. Responses from Staff and the consultants were noted
as follows:
• ADU plan sets would be pre-reviewed by the building department and undergo a streamlined
review for Building Code conformance and to make sure the design worked on specific sites.
In terms of meeting neighborhood-specific design standards, the plan sets would not
supersede design standards and the designs would be in conformance with all the Zoning
Code standards. The program could be designed in a number of different ways and the City
could have different plan sets that worked in different neighborhoods. The City of Eugene had
developed a whole menu of design plan sets that were developed by various architecture
firms, which were offered in partnership with those firms at a subsidized rate of$500.
• Though the City would have the ability to customize the program and create different plan
more appropriate to certain overlays than others, to a certain extent the program would
standardize things and create a set of discrete plans that could be used more than once. The
City could work to tailor the plans to address input from the Council and Planning Commission
and ensure ADUs were not used as STRs
Planning Commission Straw Poll: Raise your hand if you are in support of the
package of recommended strategies, including pre-approved ADU plan sets. Three
out of five Commissioners indicated support.
Ms. Rogers continued the presentation, summarizing the Task Force's recommendation to
consider Zoning incentives as part of the Code Audit and Amendments Strategy and noting that
Senate Bill 8 allowed for height/density bonuses for affordable housing developed by a non-profit.
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April 2, 2024
The strategy was expected to have a low to moderate impact and had received mild opposition in
the online community survey. The Task Force supported the idea but suggested it be included in
the Code Audit and Amendment Strategy along with other ways to increase production by
reducing Code barriers. Mr. Olson noted it was the only strategy where there was more opposition
than support.
Councilor Rapf commented that the Council had discussed zoning restrictions or easing of
zoning restrictions before and agreed whatever was granted to affordable housing should be
extended to all housing options. Mr. Olson noted the strategy was a component of the accessible
design Councilors had expressed concern about earlier.
Councilor Wendland raised concerns about potential unintended consequences if an affordable
housing project enabled by Senate Bill 8's density bonus was proposed in an existing
neighborhood. Mayor Buck stated having projects fit neighborhood standards was more likely to
gain community support, but there was nothing the City could do about Senate Bill 8 itself.
Councilor Wendland noted the City could still approve or deny an affordable housing project
application. Mr. Bennett clarified any affordable developer must follow the City's Code, and under
the Fair Housing Act, the City cannot deny a qualified project simply because it was affordable
housing or due to factors like height limits. The development review process of applying existing
Code must be followed. Mr. Olson added that this potential project discussion was not about
Senate Bill 8 specifically, but whether the City would go further than what Senate Bill 8 allows.
Planning Commission Straw Poll: Do you agree with the Task Force's recommendation to
consider Zoning Incentives as part of the Code Audit and Amendments strategy? One
Planning Commissioner indicated support.
City Council Straw Poll: Do you agree with the Task Force's recommendation to consider
Zoning Incentives as part of the Code Audit and Amendments strategy? One City
Councilor indicated support.
Ms. Rogers continued the presentation and described pre-approved plan sets for Middle Housing
typologies, reviewing considerations for the strategy and its anticipated magnitude of impact. The
majority of the Task Force supported including the strategy in HPS but found it to be a lower
priority than pre-approved plans for ADUs. The online survey indicated moderate community
support.
Councilor Afghan expressed hesitation about supporting pre-approved plans if the cost savings
would not benefit renters or buyers. Mayor Buck noted the Task Force had discussed the strategy
as more of a market-rate strategy than an affordable housing strategy. With Middle Housing
developments already occurring, templates would emerge from those examples. The cost to the
City in terms of Staff time may not be worthwhile. Mr. Olson acknowledged the private market
provided plans. The City could host a design competition or work with a local university to prepare
quality plan sets at a lower cost.
Ms. Rogers clarified the main cost would be Staff time facilitating the process with architects,
who could do much of the plan preparation work, potentially as a marketing opportunity like in
Eugene. Councilor Wendland did not think there was adequate staff time available. Mayor Buck
agreed, stating this did not seem a top priority with limited resources.
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April 2, 2024
Mr. Olson noted pre-approved plans would allow some City control to cater the designs as
desired.
City Council Straw Poll: Do you think Pre-Approved Plan Sets for Middle Housing should
be included as a strategy in the HPS? No City Councilor indicated support.
Planning Commission Straw Poll: Do you think Pre-Approved Plan Sets for Middle Housing
should be included as a strategy in the HPS? No Planning Commissioner indicated
support.
Ms. Rogers: continued the presentation with a summary of Vertical Housing Development Zone
(VHDZ) strategy, important considerations, and anticipated magnitude of impact. The Task Force
did not recommend including the strategy in the HPS and had expressed a preference to focus
more on affordable housing tax abatement programs. Affordable housing could be part of the
program, but the City could not require affordable housing as part of a VHDZ. The community
expressed mild support through online survey.
Mayor Buck noted the City was using VHDZ in North Anchor and asked if the strategy would
allow the City to continue to apply VHDZ property by property. Mr. Olson clarified the strategy
would look at a larger mapping of a VHDZ and it would not apply in a targeted way to support a
specific development. The VHDZ would promote mixed-use vertical development with residential
on the floors above commercial. There was an extent to which the program could be designed
with local criteria to encourage affordability in units above the commercial floor, but it could be a
barrier to other affordable housing projects.
Mayor Buck could understand the Task Force's recommendation against extending incentives to
market-rate housing for now. With limited resources, tax abatement programs should be focused
on clearly defined low-income housing, which was identified as the community's largest housing
challenge.
Councilor Afghan asked if the program could displace existing residents. Mr. Olson explained
that to the extent the City incentivized new vertical mixed-use development in areas like the
downtown commercial district, it could increase pressure to demolish smaller existing commercial
buildings or affordable residential units to make way for redevelopment. City Manager Bennett
provided the example of Foothills, which had a substantial number of existing residential units.
Developers taking advantage of new development incentives could potentially displace current
residents like those at Oswego Point apartments. Mr. Olson noted a displacement analysis would
be required for any re-mapping. The displacement for North Anchor had been straight forward
since the lots were vacant. A larger re-mapping area would make the displacement analysis more
complicated.
Planning Commissioner Naujock stated that in her experience with VHDZs in other
jurisdictions, the program was very technical, and a development had to perfectly fit on a piece of
land and conform perfectly with the City's Code to take advantage of the program. In addition,
the key word was, "vertical." The program incentivized tall, five-story projects because it provided
developers a 20 percent abatement for every floor of housing. A two-story building would net a
20 percent abatement, a three-story would net a 40 percent abatement, and so on. The program
was not as valuable as it may have been meant to be and was not easy to operationalize.
City Council Regular Meeting Minutes Page 8 of 16
April 2, 2024
City Council Straw Poll: Do you think the VHDZ abatement should be included as a strategy
in the HPS? No City Councilor indicated support.
Planning Commission Straw Poll: Do you think the VHDZ abatement should be included
as a strategy in the HPS? One Planning Commissioner indicated support.
Ms. Rogers continued the presentation with a summary of the Multiple Unit Property Tax
Exemption (MUPTE) strategy, important considerations, and anticipated magnitude of impact.
The Task Force liked the idea of using MUPTE in support of the strategy to encourage accessible
units but did not necessarily support pursuing MUPTE as a standalone strategy because it was
so broad it would be difficult to narrow down. The Task Force also did not necessarily support
broad incentivization of multifamily or Middle Housing development without other requirements.
The community indicated mild support through the online survey.
Councilor Rapf understood the tax abatements were aimed at reducing operational costs, but
asked how the City could ensure those savings were passed down to renters or owners. Ms.
Rogers replied that without affordability requirements tying rents to certain income levels, there
was no way to guarantee the savings benefited renters/owners with this program. It was intended
as a production strategy to encourage building needed housing types without the affordability
requirement.
Mayor Buck likened it to the Vertical Housing Development Zone(VHDZ) but for different housing
forms and asked if the strategy could by applied on a property-by-property basis like the VHDZ.
Ms. Rogers replied the program could be limited to certain zones like around transit, or allowed
citywide if criteria were met, but the City likely could not designate single properties. Mr. Olson
agreed criteria would need careful crafting to target the intended housing types but was unsure
about applying it project-by-project. Mayor Buck stated he was curious about using the program
to incentivize accessibility, but he did not support it as a broad strategy to incentivize market-rate
housing.
Councilor Afghan commented the strategy could benefit everyone but asked if that was what
the City was trying to promote. He believed the City wanted to help those with the greatest need.
Mr. Olson replied the City had broad discretion to add criteria to the MUPTE program and could
add an affordability component. There were other tax exemptions that were specifically oriented
affordable housing, however, so the idea behind MUPTE was not to promote affordable housing
but to potentially incentivize accessible units. The strategy was part of a stack to fulfill an identified
housing need.
Councilor Wendland asked if the MUPTE was aimed towards the type of projects a nonprofit
developer would undertake. Mr. Olson replied a nonprofit developer would tax advantage of low-
income housing tax exemptions. This program was for private developers, though it could be
structured in a variety of ways. He believed it could also be structured to include mixed-income
projects. The City had to set its requirements for affordability, and they did not have to cover 100
percent of the units.
Councilor Wendland commented he was not sure that many units would be built under this
program given the high cost of construction, and it was not worth giving up tax revenue when the
benefit went to private parties. Mayor Buck noted the HPS Task Force prioritized serving the
difficult to meet needs of the lowest income residents through nonprofit low-income housing and
tax credits. While market-rate strategies were less favored to focus energies on affordable
City Council Regular Meeting Minutes Page 9 of 16
April 2, 2024
housing, the HSP was aimed at producing a large range of housing types across different income
levels. Something like a VHDZ could help make a project feasible, but the guarantee of affordable
units in the project made it worthwhile for the community.
Planning Commissioner Naujock commented that projects serving those at 60 percent of the
AMI or less were eligible for a number of grants or subsidies, but above that, in the 80 percent
AMI level, there were almost no subsidies or grants available. There was nothing to fill the gap
for workforce housing and the community ended up with a gap. Developers built towards the top
of the market because there were very few mechanisms available to incentivize middle market
housing. There was a kind of affordability restriction for middle housing. She added that
sometimes people thought market rate meant middle, but market rate for a ground-up
development meant top of the market.
Mr. Olson noted that if the City did target a more middle-income strata, the strategy might out
compete other low-income housing tax exemptions. Mr. Hastie clarified that MUPTE may be a
more attractive exemption for certain developers, if they had to choose between exemptions, and
in that case may outcompete affordable projects. Mr. Olson added that was true for for-profit
developers in particular.
City Council Straw Poll: Do you agree with the Task Force's recommendation to consider
MUPTE as an incentive for accessible housing with the condition it be used for affordable
housing? Three City Councilors indicated support.
Planning Commission Straw Poll: Do you agree with the Task Force's recommendation to
consider MUPTE as an incentive for accessible housing with the condition it be used for
affordable housing. Four Planning Commissioners indicated support.
Mr. Olson asked if City Councilors and Planning Commissioners generally agreed with the Task
Force recommendation to use MUPTE to promote accessible units. City Manager Bennett did
not think there would be any change in the Council's position until more work was done. The
program was vague, and the Council needed more details before the no votes switched to a yes
vote.
Ms. Rogers continued the presentation with a summary of the Construction Excise Tax (CET)
strategy, noting important strategy considerations and anticipated magnitude of impact. The Task
Force had discussed the strategy and expressed some concerns but indicated support for
exploring the program and tailoring it to the City. The community expressed mild support in the
online survey.
City Manager Bennett asked if MIG included municipal projects in its calculations of potential
CET yield because a lot of the commercial construction done over the past five years was public
sector construction and potential dollar amount would be substantially lower if those projects were
removed. Mayor Buck noted the City average 58 new single-family home applications per year.
One percent of those 58 homes was not a high number. Mr. Hastie was not sure if the number
reflected all construction. The calculations were put together by MIG's partner at Johnson
Economics and would be easy to confirm, though the firm did understand what projects tended to
be exempt. He would confirm the number for the City.
Mr. Olson had reached out to other three other jurisdictions regarding program administration.
Tigard and Milwaukie had not hired additional staff to administer the program and found the
City Council Regular Meeting Minutes Page 10 of 16
April 2, 2024
administrative burden was low. The initial phase incorporating the program into the process of
building permits did take time but after that, the program was administered through Accela. The
biggest administrative burden was in managing whatever was being done with the funds. The City
of Eugene had hired someone to administer the program in addition to a number of other
affordable housing programs in Eugene.
City Manager Bennett stated the City already collected a CTE on behalf of the school district
and Metro. Collecting the tax would not be an issue for Staff capacity but administering programs
with the funds collecting might be. Mr. Olson replied that Milwaukie issued a one-time RFP to
affordable housing developers. The program was part of a larger package, and the funds were
not the only revenue that would be used to develop affordable housing. Often, people came in
with land or other money to contribute. Mr. Hastie added the Staff burden depended on how the
program was crafted. If the program was used to backfill exempted SDCs, the Staff would really
just be transferring money from one place to another. Mr. Olson clarified that four percent of the
CTE revenue could be used for administrative costs.
Councilor Rapf asked for clarification on what one percent of the average single-family
construction was. City Manager Bennett stated the number was included in attachment number
5, page 6 of 6, of the report. Mr. Olson added the valuation provided to consultants included the
construction costs of the project, including profit and overhead, but not the land cost. The average
valuation for all of the 2023 new construction residential building permits in Lake Oswego was
$717,000. One percent of that was$7,170. In addition, while the average valuation was $717,000,
the average sales price was $2.5 million making the potential CET .3 percent of the sales price.
Councilor Rapf was concerned the CET would be an additional barrier to people wanting to move
to the community and while the City wanted to benefit some people, the tax would challenge
everyone.
Councilor Afghan stated the economy would impact the amount of CET collected and expressed
concerns about the cost of administrating the work versus the amount that would actually go to
help people. In addition, while taxpayers could be asked to pay for specific things it was difficult
to ask taxpayers for funds that were not for a specific program.
Councilor Wendland raised concerns about the administrative costs of a housing fund coming
from the City's budget, which would need to be offset elsewhere. In addition, the City already had
a number of existing taxes and fees, such as the Street Maintenance Fee and Demolition tax.
There were many competing priorities for limited funds, and with rising taxes driving residents out
of Multnomah County, Lake Oswego had to be strategic about new fees and taxes and avoid
overtaking residents.
Mayor Buck commented there was a standstill with multifamily construction, and while the funds
generated by a CET could be put to good use, existing downtown projects required significant
incentives and subsidies to pencil out given market conditions and interest rates. A CET in the
current market may not help housing production and actually negate the value of a something like
the MUPTE. The City should instead advocate for renewal of its local share Metro funding and
put those funds to use to acquire land and facilitate public-private partnerships,which had enabled
progress in Lake Oswego without a construction tax.
Planning Commission Straw Poll: Do you think the CET should be included in the draft
HPS? No Planning Commissioner indicated support.
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April 2, 2024
City Council Straw Poll: Do you think CET should be included in the draft HPS? No City
Councilor indicated support.
Ms. Rogers continued the presentation and discussed contingent strategies that the City could
not contribute much to without a CET or some other source of funding, such as community land
trusts. There were ways to encourage land trusts to build affordable homeownership housing in
the City through donating City-owned land, partnerships offering low-interest loans, or assisting
in facilitating the County program to support housing rehabilitation and preserve low-cost housing.
The strategies would probably not be included in the HPS because there was no potential revenue
source.
The presentation concluded with a summary of the Homebuyer Opportunity Linked Tax
Exemption Program (HOLTI). The strategy, which would support homeownership options for
moderate income households, was not recommended. The strategy was not feasible due to
market dynamics and land costs, and it would not be effective at encouraging ownership for
moderate income households.
Mr. Olson summarized the next steps. The input received today would be incorporated into the
draft HPS, which was scheduled to be released in June in advance of the final HPS Task Force
meeting tentatively scheduled for June 21. The draft would be presented for feedback to City
Council and Planning Commission at separate sessions in late June or early July. After
incorporating that feedback into the HPS, the item would move into a hearing in the fall of 2024.
Mayor Buck noted the request from Mercy Housing to grant its new facility the nonprofit low-
income housing tax exemption. The City Council and Planning Commission viewed the exemption
as part of the final HPS and now had the opportunity to support that project and give some
certainty to the Hacienda project in Lake Grove. City Manager Bennett had indicated Staff could
accelerate the exemption approval to meet Mercy's timeline. City Manager Bennett confirmed
the majority of the City Council was willing to accelerate the exemption.
Council took a recess from 8:05 p.m. to 8:15 p.m.
10. STUDY SESSION
10.1 Annual Police Department Update.
Clayton Simon, Police Captain, presented the Council Report via PowerPoint and provided
information on the number of dispatch calls, police incidents, calls for service, and traffic
violations, noting changes over prior years. The presentation reviewed the 2023 Lake Oswego
Statistical Transparency of Policing (STOP) Report, a required annual report to the State that
collected certain demographic data for discretionary stops; provided in-depth information about
how and when the Lake Oswego Police Department had used force over the past year;
summarized the number and type of complaints received in 2023; and use of the Department's
Behavior Health Specialist, Amber Hambrick.
Clarifying questions from Councilors were addressed as follows:
• Burglary involved a structure like a dwelling, whether occupied or not. Robbery involved the
threat or actual use of force or a weapon to take property from someone. Theft involved
incidents like stealing an item out of a car. There were two elements to burglary, which was
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April 2, 2024
unique. A burglary involved a person entering a residence or a building and then committing
a crime while in the residence.
• When employment information was sent to the State, it became public. Anytime an individual
left the Police Department, whether that person resigned or was terminated, the Department
the Lake Oswego Police Department sent a form to the Department of Public Safety
Standards and Training (DPSST) indicating the conditions under which the individual left the
department, which usually triggered a response from DPSST asking for more documents to
show what the cause was.
• Each state had different background requirements, but Oregon's was fairly through and,
thanks to 2021 legislation, standardized so all departments asked the same questions and
received the information. Lake Oswego would provide the information to a new employer with
a signed release from the applicant.
Chief Burke noted the data indicating a decline in the numbers for behavioral health but
suggested the decline was due to Ms. Hambrick's unavailability. When combined with West Linn,
the numbers increased. As the Department continued to focus on behavioral health, it hoped to
reassess the position and determine if there was a need for it to be a full-time position.
Chief Burke continued the presentation with a high-level review of overdose data from the past
year, which the Department tracked using OD Tracker. The presentation demonstrated there was
an increase in across every category of overdose over the prior year.
Captain Simon confirmed the incident of a 6-year-old overdosing was due to accidental ingestion.
Chief Burke expressed gratitude to the legislature for making the difficult decision to repeal
portions of Measure 110 and hoped change resulted in a focus on treatment. As the City moved
down the recriminalization phase, the Department would continue to focus on treatment first
options. The Department's perspective was that jails did not need to be full of people with issues
centered around addiction, and the Department wanted to find ways to get people the treatment
they needed.
Chief Burke concluded with comments on recruitment and retention, and noted the Department
did a good job of attracting recruits to Lake Oswego, and Lake Oswego itself was attractive. The
Department hoped to do more to keep people interested in policing a community like Lake
Oswego. The Department was a young organization and its officers, at times, became enamored
with the idea of fighting crime in a big city. The Department was looking at ways to encourage
people to stay with Lake Oswego by providing alternatives and ways to get involved in some other
activities, such as participating in task forces or working with other law enforcement agencies on
a loan basis. In the next year, the Department could potentially lose four people to retirement and
was preparing others to take over those positions. Getting officers involved in things outside Lake
Oswego and expanding their horizons would keep people interested in working in the City. In
addition, the support the City Council gave the Department did not go unnoticed. Chief Burke had
not experienced the same level of support in any other community in which he had served.
Captain Simon thanked Dave Arpin for his help in crafting a "sizzle" reel for recruitment and
shared the video, which was the precursor to a longer project, with the Council.
Councilor Mboup stated he was grateful for the Police Department's work but concerned about
the increasing number of overdoses. He asked about the current status of recruitment. Captain
Simon replied the Department was hiring right now and hoped to bring five to backgrounds soon.
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April 2, 2024
Mayor Buck asked if the Department's School Resource Officers (SROs) did any sort of
prevention work. Chief Burke replied that the SROs were involved in different conversations in
the schools and were able to highlight the issues. They would love to spend more time of the
prevention side. Captain Simon added the SROs did give presentations and talked about
different drug use where they could. Mayor Buck suggested the State's reform efforts recognized
prevention so there could be future opportunities, and there was more room for community
partnerships around prevention in schools, specifically.
Councilor Rapf commented the SROs had established good relationships with the students
which helped build trust between students any police officer. He asked if the Department's
Behavior Health Officer was under resourced or if she should join the Department full time. Chief
Burke replied the City had applied for a grant through Clackamas County to fund a caseworker
to help take care of some of the follow-up activities Ms. Hambrick was involved in and be more
proactive with people the Department saw over and over again. City Manager Bennett said
adding more funding for behavior health could be discussed as part of the budget process next
year. The City should not expand any programs right now because it did not know how large the
subsidy to operate the Lake Oswego Recreation and Aquatic Center would be, and the Council
did not want to fund one program only to find a hole in another existing program.
Chief Burke said the Department was using Dr. Cloud software, which allowed the clinicians
heading up different behavioral health units to share data amongst themselves and provide critical
information to the Department when dealing with people who were in crisis, though there was
some question around HIPAA protocol. The data was shared between Oregon City, Milwaukie,
West Linn, Lake Oswego, and Canby, but not the County. The Department was in conversation
with the County about having the databases talk to each other. The County had the same system,
it was just exclusive to the County.
Councilor Afghan confirmed Ms. Hambrick provided training to officers and stated he would
rather train officers in behavioral health than hire a full-time person and not provide training to
officers. He asked for clarification on the definition of, "handgun displayed." Captain Simon
explained that if there was a report of a weapon present, an officer may decide to remove their
handgun and hold it in a "sul" position, where it was not pointed at anyone but could be readily
deployed if the situation escalated. If the officer felt the subject could perceive the handgun, it was
documented as a display of force. Pointing the handgun directly at a subject was a separate,
escalated level of force. What Lake Oswego reported as "use of force" was more thorough than
other cities.
Councilor Afghan suggested for the Department to consider in advance whether one part of its
organization may become overwhelmed as the number of incidents went up and asked them to
consider in what ways they would like to see the Department improve.
Councilor Wendland asked if the Department anticipated statistics increasing due to the revised
Measure 110 action the legislature had taken. Chief Burke stated the Lake Oswego Police
Department made a shift last year in its approach to drug possession cases. Unlike many other
agencies that did not prioritize issuing citations for possession, Lake Oswego wanted to
participate in the system and refer people for treatment when possible so officers were directed
to cite for possession of user amounts under 2 grams in order to capture that data and ensure
treatment services were being offered to the community. The Department did not want to
contribute to the problem by overlooking these incidents. With the recent change making drug
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April 2, 2024
possession an unclassified misdemeanor, which was essentially a Class A misdemeanor, there
was increased governmental interest in allowing the Department to take a more robust
enforcement approach and get involved in situations they may have otherwise walked away from
previously. The goal was to potentially have a greater impact, with a focus on how increased
enforcement could translate to saving lives through treatment interventions.
City Manager Bennett confirmed the Police Department would be part of implementing the
Council's "20 is Plenty" goal. When the City installed the signs, the community would expect the
number of citations issued to increase. While citations may increase somewhat, officers
realistically would not be pulling over drivers for going 22 mph, though some residents may expect
strict enforcement. An educational conversation would be needed about enforcement realities
versus changing driver behavior on local streets.
Councilor Wendland noted meeting many great new officers and asked if the Department risked
losing them due to Lake Oswego being perceived as boring compared to higher crime areas.
Chief Burke said the Department hoped to keep officers interested by offering them opportunities
outside the City, such as giving them a taste of law enforcement in other communities to broaden
their perspective and appreciate working in Lake Oswego.
Mayor Buck thanked the Department for its responsiveness to neighborhood issues, involvement
in community meetings, and helpful presence in schools as well as its traffic enforcement efforts,
both on main streets and smaller neighborhood streets where walkability is important for calming
traffic.
City Manager Bennett thanked Chief Burke and Captain Simon for the increased transparency
in numbers which directly the finding in the 2021 Community Dialogue on Policing asking for more
transparency.
11. INFORMATION FROM COUNCIL
Mayor Buck stated he met with Clackamas County Chair Tootie Smith and other mayors the
previous week. The County was expected to unveil funding allocations this week, though reports
may not be posted publicly right away. Lake Oswego had submitted a $3 million plan for
supportive housing services dollars, including funding for the City's food pantry and Police
Department. City Manager Bennett clarified the County made $5 million available to cities to
support efforts related to homelessness prevention, behavioral health, or addressing related
issues. However, the total funding requests from cities exceeded $5 million.
Mayor Buck engaged in regional transportation planning conversations with the Joint Policy
Advisory Committee on Transportation (JPACT) and Clackamas County Coordinating Committee
(C4) in preparation for the 2025 legislative session. A key focus was ensuring ODOT understood
local transportation funding needs, not just state freight movement priorities. Both the State and
cities face long lists of unfunded projects requiring collaborative strategy.
12. REPORTS OF OFFICERS
There were no reports of officers.
13. ADJOURNMENT
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April 2, 2024
Mayor Buck adjourned the City Council meeting at 9:15 p.m.
Respectfully submitted,
Kari Linder, City Recorder
Approved by the City Council on May 21, 2024.
Al
Joseph Buck, Mayor
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April 2, 2024